Filed February 28, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,243 | $59,263+50.6% | $96,562-7.6% | $79,386+12.4% |
| Participation rate | 47.3% | 61.9%-14.6pp | 69.8%-22.5pp | 70.7%-23.4pp |
| Annual return | 9.45% | 27.07%-17.6pp | 37.78%-28.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $951 | $1,216-21.8% | $2,356-59.6% | $2,427-60.8% |
| Participant deferral / active EE | $3,659 | $2,948+24.1% | $3,849-4.9% | $4,046-9.6% |
| Admin fee / account holder | $7,182 | $658+990.7% | $6,181+16.2% | $626+1046.4% |